HWM
AMZN icon

Heirloom Wealth Management’s Amazon AMZN Stock Holding History

Heirloom Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
68,990
+66,697
+2,909% +$16.7M 2.38% 17
2026
Q1 		$478K Buy
2,293
+665
+41% +$146K 0.09% 66
2025
Q4 		$376K Buy
1,628
+166
+11% +$38K 0.09% 37
2025
Q3 		$321K Sell
1,462
-234
-14% -$53K 0.08% 35
2025
Q2 		$372K Sell
1,696
-62
-4% -$12.3K 0.1% 36
2025
Q1 		$334K Sell
1,758
-45
-2% -$9.77K 0.1% 36
2024
Q4 		$396K Buy
1,803
+60
+3% +$12.3K 0.12% 36
2024
Q3 		$325K Sell
1,743
-118
-6% -$21.5K 0.1% 36
2024
Q2 		$360K Buy
1,861
+388
+26% +$71.3K 0.12% 38
2024
Q1 		$266K Buy
1,473
+93
+7% +$15.5K 0.09% 44
2023
Q4 		$210K Buy
+1,380
New +$193K 0.08% 50
2022
Q2 		$4.11M Buy
29,785
+3,425
+13% +$429K 3.36% 14
2022
Q1 		$2.98M Buy
26,360
+1,480
+6% +$229K 2.07% 17
2021
Q4 		$3.6M Buy
+24,880
New +$4.26M 3.08% 14

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Heirloom Wealth Management's AMZN Position: Q2 2026 in Review

Heirloom Wealth Management increased its Amazon (AMZN) stake by 2,909% in Q2 2026, buying an estimated $16.7M and bringing the position to 68,990 shares worth $16.4M. The position accounts for 2.38% of the portfolio, ranked #17.

Heirloom Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 14 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Heirloom Wealth Management held 68,990 shares of Amazon worth $16.4M as of Q2 2026.
  • Heirloom Wealth Management bought 66,697 Amazon shares in Q2 2026, an estimated $16.7M.
  • Amazon made up 2.38% of Heirloom Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Heirloom Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 14 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.